External Wholesaler @ (January 2015 - January 2017)
MD of Wirehouse Accounts @ (January 2009 - January 2012)
External Wholesaler @ (January 2006 - January 2009)
External Wholesaler @ (January 2001 - January 2006)
Financial Advisor @ (January 1998 - January 2001)
PFA - Putnam Fund Associate @ (January 1994 - January 1998)
Jeff Sullivan Education
University of Iowa
Jeff Sullivan Skills
Deferred Compensation
Financial Advisory
Financial Planning
Investments
Retirement Planning
Jeff Sullivan Summary
Jeff Sullivan, based in Boston, MA, US, is currently a Founder - Financial Advisor - President at Peacefield Financial. Jeff Sullivan brings experience from previous roles at TIAA, Sun Life, Lincoln Financial Group and Guardian Life. Jeff Sullivan holds a University of Iowa. With a robust skill set that includes Deferred Compensation, Financial Advisory, Financial Planning, Investments, Retirement Planning and more. Jeff Sullivan has 2 emails and 1 mobile phone numbers on RocketReach.
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